Archive - Consume Your Own Tech Investing

Life Time: A Small-Cap Bet on Stickiness, Scale, and Pricing Power

A wellness model with hard moat and meaningful white space. By Benjamin Tan.

Aug 11

July 2025

Early Praise for Suit Yourself and a Moment of Gratitude

A few words from early readers—and what this journey has meant to me. By Benjamin Tan

Jul 1

June 2025

Mid-Year Lessons from Project 350k

On pacing, personality, and portfolio missteps with my Traditional IRA account. By Benjamin Tan.

Jun 5

May 2025

Part 3 of 3: A 10-Year Project for My Traditional IRA account

The final part of the Project $350K series covering allocation plans for my Traditional IRA account. By Benjamin Tan.

May 5

April 2025

The Book is Coming (and Why I Wrote it)

A deal with Köehler Books was signed in 2024 and the manuscript is now going through the works. By Benjamin Tan

Apr 1

March 2025

Part 2 of 3: A 10-Year Project for My Traditional IRA account

This month, Part 2 of Project $350K elaborates on the quantitative criteria in assembling positions for my Traditional IRA account. By Benjamin Tan.

Mar 3

February 2025

Part 1 of 3: A 10-Year Project for My Traditional IRA account

Though my Traditional IRA account has done well, it lacks a cohesive strategy. Project $350K will lend structure and clear goal posts as I take on…

Feb 3

December 2024

The Rise and Fall of the Great Powers: Revisiting S&P 500 Performance

Often recommended as a must-read by Ray Dalio, the book charts the emergence of the US as a global superpower since WWII. Today, it still is.

Dec 3, 2024

November 2024

Reflections on a Year of Change: Family, Startup, Portfolio Changes, and a New Book

After a whirlwind year, I am back to Substack and more. By Benjamin Tan

Nov 5, 2024

October 2023

REPOST (Spotify): Emerging Public Companies: Next Amazons (Part Four of Four)

Spotify – An audio super aggregator in the making

Oct 24, 2023

Tesla: Key Broker Takes on Q3 Production and Deliveries

Expectations were already lowered but actuals still disappointed. By Benjamin Tan

Oct 3, 2023

September 2023

Disney: In the Midst of Reorganization

Monetization of linear assets serving multiple purposes. By Benjamin Tan

Sep 19, 2023

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